Elizabeth
We are a WMS (OCLC) library. One of our programmers is working on an API that will pull that information from the WMS budget. But until they are able to get it written and working for us I have been printing out the budget and entering the information in a spreadsheet that lets me track the information that you are looking to track. I track the budget information for the main library and our art library. I can share the information with you if you would like.
John Burton
Library Specialist
Department Manager
Standing Order/Monographic Acquisitions
University of Louisville
Ekstrom Library
Technical Services and Collection Development
2301 S. 3rd Street
Louisville, KY 40292
john.burton_at_louisville.edu
502-852-8716
-----Original Message-----
From: ACQNET Email List <ACQNET_at_LISTS.CLIR.ORG> On Behalf Of Elizabeth Johnson
Sent: Thursday, May 25, 2023 3:16 PM
To: ACQNET_at_LISTS.CLIR.ORG
Subject: Acquisitions Reporting?
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Hello,
I work in acquisitions at Boston University, and I'm trying to build an internal reporting system that looks at expenditures, encumbrances, what we have left to pay for, specifically for renewing resources in a fiscal year, and I'm trying to explore what other libraries use! I've made a rough draft using Excel Power Query (our data is coming from Alma and Ariba SAP for non-Harrassowitz resources) but I figure it's worth asking around to see what other libraries are doing in terms of reports. Any advice or examples would be appreciated! I don't think we've really had a system here in the past, other than just listing all the resources on a spreadsheet and keeping track that way, and this is the first time I've looked into making reports.
Best,
Elizabeth
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Received on Thu May 25 2023 - 17:06:05 EDT